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EV BriefsGlobal EV Charging Infrastructure Market Insights: From Growth Drivers to Technological ReconstructionNorth America Electric Vehicle Market 2026-2031 Outlook: Charging Infrastructure Expansion and Policy Incentives Drive GrowthDeep Adjustment in the 2026 EV Market: US New Car Sales Plummet 27%, Used EV Market Heats Up Against the TrendThree Major Waves Reshape Battery Materials Landscape: A New Paradigm for the EV Industry Driven by Energy Storage, AI, and Circular Economy
Lead briefingSmart Mobility

European autonomous driving car market explodes: Technological progress and regulatory challenges reshape the intelligent mobility landscape

The European autonomous driving car market is experiencing exponential growth, expected to reach $1134.2 billion by 2034. This growth is driven by the rapid iteration of AI and sensor technologies, the push for Mobility-as-a-Service (MaaS), and strict safety regulations. This article will analyze the impact of this trend on the EV supply chain, the implementation of intelligent vehicle technology, and connected technologies like V2X.

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Electric Vehicles

Global EV markets, launches and company moves

Coverage focused on model strategy, manufacturing shifts, vehicle segments and demand patterns across mature and emerging EV markets.

The global electric vehicle sales in 2025 will reach 20.7 million units, with the market showing regionally differentiated growth. Europe and China maintain strong growth, while the North American market faces policy adjustments and intense competition. Analysis shows that the global EV industry is undergoing a shift from subsidy-driven to competition-driven, having a profound impact on battery materials and regional supply chains.

Industry Desks

Battery, charging, mobility and transition desks

Each desk combines daily reporting with structured tags for countries, companies, energy types and technology topics.

Battery & Storage

Three Major Waves Reshape Battery Materials Landscape: A New Paradigm for the EV Industry Driven by Energy Storage, AI, and Circular Economy

The global battery materials market is undergoing a paradigm shift driven by energy storage systems, AI data centers, and the circular economy. These macro trends are extending the demand for key minerals such as lithium, nickel, and cobalt from electric vehicles to energy infrastructure and AI computing, reshaping the structure of the battery supply chain. Enterprises and nations need to adopt comprehensive strategies to balance resource development and recycling technologies to build a safer and more sustainable energy transition system.

6 articlesArchive
Charging Networks

ChargePoint "2026 Charging Forward" Report: 27% of Global New Cars Are Now Electric, Charging Infrastructure Still Catching Up

ChargePoint released the "2026 Charging Forward" report, citing the metric that 27% of global new car sales are electric vehicles, while noting that the installation pace of new charging ports lags behind EV charging demand. This assessment shifts industry focus from vehicle penetration rates to the pace of charging infrastructure buildout: whether the investment pace of charging operators, the grid, automakers, and the supply chain can match the speed of electrification will directly affect the efficiency of advancing EV Adoption and Energy Transition.

4 articlesArchive
Smart Mobility

European autonomous driving car market explodes: Technological progress and regulatory challenges reshape the intelligent mobility landscape

The European autonomous driving car market is experiencing exponential growth, expected to reach $1134.2 billion by 2034. This growth is driven by the rapid iteration of AI and sensor technologies, the push for Mobility-as-a-Service (MaaS), and strict safety regulations. This article will analyze the impact of this trend on the EV supply chain, the implementation of intelligent vehicle technology, and connected technologies like V2X.

3 articlesArchive
Energy Transition

Global energy transition investment set a record of 2.3 trillion US dollars in 2025, with electric transportation becoming the primary growth engine.

BloombergNEF's "Energy Transition Investment Trends" report shows that in 2025 global energy transition investment reached a record $2.3 trillion, up 8% year-on-year. Electric transport became the largest investment sector at $893 billion, surpassing renewable energy ($690 billion) and power grids ($483 billion). Clean energy supply chain investment rose 6% to $127 billion, driven mainly by battery manufacturing and battery materials, but overcapacity continued to weigh on prices. At the regional level, Asia-Pacific accounted for 47% of global investment; China remained in the lead with $800 billion, but its renewable energy investment saw its first decline since 2013; the EU grew 18% to $45.5 billion, and the US grew 3.5% to $37.8 billion. This article analyzes the implications of this shift in capital flows for the global EV industry from the perspectives of the battery supply chain, charging infrastructure, and power grid construction.

4 articlesArchive
EV Briefs

Global EV Charging Infrastructure Market Insights: From Growth Drivers to Technological Reconstruction

This report is based on market research data to assess the immense growth potential of the global EV charging infrastructure market from 2025 to 2035 (CAGR of 15.12%), focusing on the expansion of the charging network, technological innovation (such as fast charging and smart charging), and policy-driven industry changes, pointing out key adjustments in the industry chain regarding charging technology and energy integration.

3 articlesArchive
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Market Tracker

Signals before the quarterly reports

Prototype data module for regional EV sales, battery prices, charging rollout and policy activity. Values shown here are editorial placeholders until final data sources are confirmed.